Wall Street Breakfast

Economists expect the 144K jobs added in September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)Show NotesEarnings CalendarStocks with the highest consensus of expected ROE growthEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areasU.S. and Intel could close $8.5B chip funding by year-end - reportIntel said to rebuff approach by Arm Holdings for product unitSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53)Show NotesBuy Tesla call options ahead of two October catalyst events - GoldmanDurable goods orders come in flat in August; core number rises more than forecastEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MU, ARMK, and moreVistra passes Nvidia to become S&P 500's top gainer this yearZuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024Stocks that are set to benefit from either Harris or Trump winning scenarios – BarclaysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50) Show NotesThe Top Five short crowded stocks in each sectorThe Top Five long crowded stocks in each sectorEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600. (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SAP, SFIX, RITM, and moreGoldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdleCaroline Ellison sentenced to 24 months in prison over FTX collapseDOJ adds AI risks in guidance to evaluate company compliance programsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chinese stocks surged as the central bank took bold stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions? (4:03)Show NotesStocks that benefit from a softer labor marketSnap taps Google’s Gemini AI for Snapchat's chatbotEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share. (01:24) Boeing (BA) strike: Union refuses to vote on 'final' contract offer this week. (02:00)Episode transcripts seekingalpha.com/wsb.Show links: Take the Seeking Alpha Sentiment SurveyBiggest stock movers Tuesday: SNOW, LNW, and moreSenate HELP Committee hearing could get heated as Novo Nordisk CEO testifiesTrump threatens Deere with huge tariffs if it moves production to MexicoLevi Strauss says it may take longer to reach $10B sales target - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch deliver? (3:56)Show NotesHere’s how S&P 500 sectors perform one year after the Fed launches easing cyclesMonetary policy is still tight after rate cut, neutral rate may have risen: KashkariEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware - Reuters. (01:16) Samsung (SSNLF), TSMC are said to weigh Middle East megafactories. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: INTC and CIENGoogle's emails presented as key evidence in antitrust trialElon Musk says SpaceX to launch 5 uncrewed Starships to MarsTelix to expand its North American manufacturing footprint with acquisition of RLS for $250MSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04)Show NotesGoldman Sachs’ Rubner: Negative near termEarnings CalendarDividend RoundupEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America (BAC) stake. (01:55)  Macy's (M) to hire fewer employees for holiday season this year. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: FDX, NKE, and moreOpenAI's possible pursuit of IPO creates unique challengesJ&J said to boost offer to settle baby powder lawsuits to over $8.2BDisney to stop using Slack as its corporate messaging platform - WSJSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

J.P. Morgan CEO says current geopolitics are biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15) Alibaba unveils 100 open-source AI models. (4:01)Show NotesSmall cap stocks that could perform best during downturnsEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FedEx (FDX) Q1 earnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor orders 50 737 MAX. (03:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: PLUG, NIO, and moreReaction Roundup: SA analysts, experts weigh in on Fed's jumbo rate cutJamie Dimon: Geopolitical tensions, 'evil axis' countries are top concernTesla's upcoming robotaxi event has analysts and investors guessingSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09)Show NotesFederal Reserve sees two more interest-rate cuts by end of 2024, dot plot showsThe 50-bp rate cut is a sign of the Fed's confidence: Powell press conferenceEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AI infrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LUNR, CWST, and moreSnap releases latest AR glasses, Spectacles, targeted at developersEU to impose hefty fines on Meta over classified ads practices - reportUnited States Steel gains on reports it won an extension for US review of Nippon SteelSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billion buyback. (3:43)Show NotesSA Sentiment: Will the Fed cut rates by 50 or 25 basis points?Small-cap stocks best positioned for further upsideEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: INTC and APPFree speech? TikTok in court to argue against U.S. banIntel unveils foundry update, Amazon deal for AI chips; pauses Germany, Poland plantsBoeing’s 2008 strike offers clues on current work stoppageSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38)Show NotesGoldman rebalances its long and short duration stock basketsCiti cuts estimates on Applied Materials, Lam Research, KLAEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Donald Trump (DJT) safe after apparent assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants. (01:52) Oracle (ORCL) rally: Larry Ellison briefly overtook Bezos to be world's second-richest person. (02:59) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DJT, INTC and moreStock moves reflect downgrade for US economic growth outlook - GoldmanWall Street is alarmed about weaker consumer-credit trends: WSJBoeing strike may drag on, workers have 'most leverage' than ever before - union bossSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.